Who is CI Investment Services (formerly BBS Securities)?

Assante Connect uses CI Investment Services Inc. as its custodian, which means they are the institution that holds our client's assets. As a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF), your accounts are secure, segregated and protected for up to $1,000,000.

When you open an account with us you will also be asked to open an account with CI Investment Services Inc. which Assante Connect manages on your behalf. The account and assets within will always be owned by you and can only be transferred to and from your own bank account.


CI Investment Services Documentation


Investment Industry Regulatory Organization of Canada (IIROC) Documentation

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